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Release Updates

What’s New

Conversations

Purchase an unlimited number of seats

We have removed the 20 seat per account limit. You can now purchase and assign as many seats as you need so you can continue to be supported as your business scales.

Web chat display rules

New web chat availability settings provide more control over when the web chat widget is available to visitors on your website. You can now turn the chat widget off outside of your working hours, or when an agent is not available, to improve the experience for visitors to your site.

Inbox setting - Agent Availability

We have introduced a new inbox toggle that allows each individual agent to set their overall availability for Conversations. This can serve as an internal indicator for other agents to understand who is available or away within the Inbox. This agent setting is also tied directly to a configuration option within the new Web Chat Display Rules. This update improves team efficiency by providing Conversations agents the transparency they need to understand which colleagues are logged in/available internally to help field conversations.

Mobile - iOS

Caller ID

You can now see an incoming caller's contact name even if they are not in your phone's address book. No more waiting for an incoming call to go to voicemail just to get the caller’s name—you can now get the context you need as the call is happening. Note: You must enable caller ID for this update to work. Instructions and status can be found in the "Settings" tab of the mobile app. Only the last 1,000 created contacts will have caller ID.

Update list status

Mobile app users with Contact Edit Permissions can now update a contact's list status from "Subscribed" to "Unsubscribed." This has been an ongoing ask from our mobile customers. Occasionally, subscribers will directly ask to be taken off a certain list or to stop receiving certain types of content during a phone call or via email. This update provides the ability to take a more manual list update action that is not easily handled by a direct unsubscribe link or automation.

Update business card scanner

When mobile app users with Contact Add Permissions create a new contact, required fields will now get default values. Additionally, we improved validation messaging.

See how many tasks are due

We know our mobile app users want to know how many other tasks they have to do on a certain date, so they can better understand workload and protect themselves from a day of too many tasks. We’ve now added a task count that allows you to see how many tasks you have to do on a set due date.

Disable sending analytics events

All mobile app users now have the option to turn off sending diagnostics and usage data.

Mobile - Android

Push notification toggle

Customers with Deal Access can now globally turn push notifications on or off. Previously, you were given one opportunity to accept or deny push notifications. Now, you can adjust that decision in the Settings tab of the mobile app. This ability is only available for customers with Deal Access because "Deal Assignment' is the only notification event we have. Other customers would never get any push notifications. This will change as we add more notification types.

Conversations: Agent availability support

Agents can now set availability and see other agents’ availability when assigning or reassigning conversations. If the chat widget is set to hide or show based on agent availability, it is important for you to set your status so visitors don’t expect an immediate response. It’s also important to see which agents are available when assigning or reassigning conversations, so visitors are not left waiting for a response.

Web Personalization

More segmentation conditions

Our Professional and Enterprise customers can now create targeted website experiences with expanded contact detail conditions and custom contact fields. By leveraging tags, custom fields, and additional contact details, you can now create hyper-targeted experiences for your website visitors.

Reporting & Analytics

All Automations Report: Automation name filter

We have introduced a new filter in the All Automations Report that lets you quickly search for and select a specific automation by name. If your account has a significant number of automations, this update allows you to more easily look up a specific automation to see how it's performing.

Custom Reporting: Improved dashboard filter creation experience & improved clarity on Forecasted Close Date

As part of an ongoing effort to extend Custom Reporting capabilities, we are introducing two updates:

  • We removed unnecessary models from displaying during the global dashboard filter creation and edit process. This helps streamline the ability to create a global dashboard filter without second-guessing which one is associated with custom reporting during the selection process
  • We are deprecating the Forecasted Close Date as a value in the Deal Custom Field Name dimension to remove confusion from the Forecasted Close Date dimension that’s available under the Deals view. By adding Forecasted Close Date within Deals as its own dimension, you are now able to analyze your deals based on when the deals are expected to close. This means you no longer need to use the Forecasted Close Date value from the Deal Custom Field Name dimension

Note: You should replace any references to the Forecasted Close Date value in the Custom Field Name dimension with the new Forecasted Close Date field dimension.

Conversations

New Facebook Messenger as an inbound channel

Facebook is a dominant social platform for B2C businesses to communicate with customers, and this new inbound channel allows ActiveCampaign Conversations users to receive and send messages for their Facebook Business page right from the unified inbox. Agents will be notified and be able to respond from the same place as their inbound web chats and emails, allowing them to better engage and converse with customers.

Web Personalization

Published experience limits

For the Web Personalization feature, we increased the limit of published experiences from 3 to 5 for users on the Professional tier, and increased from 3 to unlimited for Enterprise users to allow for more flexibility and access for our Web Personalization users.

Onboarding

Forms is moving out of the primary navigation and into the Site nav to help you embed Forms into Pages easier. The following items are also moving: Manage Fields will move to Settings, Site Tracking will be available under Site, but will redirect to Settings. The items that were in the secondary nav (Webhooks, App Directory, and ActiveCampaign API) still exist where they did before, we just removed the links from the forms secondary nav. If you do not have permission to see Pages or Web Personalization, you will only see Forms and Site Tracking.

Automations welcome page

When navigating to automations, users will now see a new screen welcoming them into the automations section of the platform and highlighting educational content in the form of contextual content, guides, and videos. Recipe recommendations will also be featured. We want to provide more in-app contextual content throughout the platform. When branding is turned off, guides, videos, and external links will be hidden.

Advanced Settings SPF/Sender ID improvements

In advanced settings, we’ve made an update to the language and UI related to SPF (sender policy framework). The SPF and SenderID modals are now combined into one and a help doc is available. We’ve updated the language to be more accurate and have improved the interaction of displaying this information.

Mobile

Push Notification Toggle (iOS)

Users with Deal Access can now globally turn push notifications on or off. Previously, users were given one opportunity to accept or deny push notifications. Now, users will be able to adjust that decision in the settings tab. The reason this is only available for users with Deal access is because “Deal Assignment” is the only notification event we have. Other users would never get any push notifications. This will change as we add more notification types.

Recently Viewed Accounts when Adding/Editing Deals (iOS)

All users with Deals will now see a recently viewed contacts list on their mobile devices. Before this change, you had to always search for an Account to associate it to a Deal. Occasionally though, the Account was recently viewed on the device. For these scenarios, we’re making it easier for the user to select the Account they need. Users will still be able to search globally for an Account.

Reporting & Analytics

Custom Reporting: cross joining between table attributes and improved dashboard filter creation

As part of an ongoing effort to extend Custom Reporting capabilities, we are excited to introduce two new updates! Users will now have the ability to cross join between Automation, Campaign, Contact, and Deal attributes. We also removed unnecessary models from displaying during the global dashboard filter creation process. Cross joining enables users to answer deeper level questions based on their desired parameters between the existing table attributes. Removing unnecessary models helps streamline the ability to create a global dashboard filter without second guessing which one is associated with custom reporting during the selection process. (In order to enable cross join between automations, campaign, and contact attributes; the “relationship type” filter dimensions must be selected and defined.)

Custom Reporting: Added Deals Forecasted Close Date dimension

Deal Forecasted Close Date can now be utilized in Custom Reporting under the Deals view. A Forecast Close Date is a standard field that can be managed on the Deal page and is indicated by the user as to when the deal should close. This enables users to leverage the report in a more dynamic way such as creating a custom report that displays Deals Total Value by Deal Forecasted Close Date filtered by a specific pipeline, stage, status, custom field name, and more.

Pages

PayPal Embed Block

We've recently added a new content block that guides Pages users through the process of embedding PayPal buttons onto their landing page. ActiveCampaign users want to optimize for conversions on their landing pages, and many of these conversions come in the form of payments. In order to highlight this popular use case, we are surfacing a PayPal block and guiding our users through the required steps. We aim to make it easier for customers who use PayPal to start driving more meaningful conversions using Pages!

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